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BRSIX vs WCMFX
BRSIX vs WCMFX Comparison
Open Charts BRSIX vs WCMFX
Bridgeway Ultra-Small Company Market
Price$12.04
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.26
Change+$0.04 (+0.28%)
VolumeN/A
CapitalizationN/A
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BRSIX vs WCMFX Comparison Chart
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BRSIX vs. WCMFX commentary
Oct 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BRSIX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BRSIX has more cash in the bank: 180M vs. WCMFX (77.2M). BRSIX pays higher dividends than WCMFX: BRSIX (0.83) vs WCMFX (0.00). BRSIX was incepted earlier than WCMFX: BRSIX (27 years) vs WCMFX (5 years). BRSIX is a more actively managed with annual turnover of: 58.00 vs. WCMFX (22.00). BRSIX has a lower initial minimum investment than WCMFX: BRSIX (2000) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 30.94 vs. BRSIX (26.11).
| BRSIX | WCMFX | BRSIX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 5 years | - |
| Gain YTD | 6.631 | 16.271 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 77.2M | 233% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 26.11 | 30.94 | 84% |
| Returns for 3 years | -33.49 | 21.43 | -156% |
| Returns for 5 years | 17.78 | N/A | - |
| Returns for 10 years | -18.87 | N/A | - |
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